Order Management Basic Configuration: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for the processing of sales and purchases with non-stock items, and to specify settings that affect the processing workflow.

Prerequisites

Before you start configuring order management, you should make sure that the needed features have been enabled and settings have been specified, as described in the following checklist.

Form Criteria to Check
Make sure that the minimum company settings are specified, as described in Company Without Branches: General Information.
Enable/Disable Features (CS100000) form Make sure that the Inventory and Order Management feature is enabled.
Order Types (SO201000) Make sure that the IN order type has been activated, as described in Sales Order Types: To Activate the IN Order Type.
Table 1. Minimum Required SettingsTo make it possible for users to process sales and purchase orders with non-stock items, you should navigate to the following forms and save the default settings.
Form Settings to Save
Sales Orders Preferences (SO101000) form Save the default settings.
Purchase Orders Preferences (PO101000) Save the default settings.

Settings That Affect the Workflow

When you are configuring order management, you can specify additional settings to configure the company to fit your business requirements:

  • To cause the system to verify the customer's credit status and put a sales order on hold if the credit limit has been exceeded, select the Hold Document on Failed Credit Check check box on the Sales Orders Preferences (SO101000) form.
  • To reduce input errors during purchase order entry, set up the validation of order totals by selecting the For Normal and Standard Orders check box in the Validate Total on Entry section of the Purchase Orders Preferences (PO101000) form, so that a user will need to enter a control total for each order of this type; the order can be processed further only if the system-calculated total equals the manually entered control total.